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Ability to complete actions in NXT workflows
I am enjoying the automatic workflows we can now do in NXT however when adding the automatic action it doesn't allow you to complete this action automatically. As a result you have open actions on your NXT dashboard. ie. I have an automatic birthd...2
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Priority actions to show up at the top of the action list.
It would be useful if actions marked priority and assigned to fundraisers showed up at the top of their action list no matter the date in which they received them.1
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Enable notifications anytime an action is changed on a constituent record.
This would be beneficial to management to have an immediate sense of progress/what further follow-up may be needed vs. needing to pull a list/review each fundraiser's assigned actions to see updates.1
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Action Description/Summary Not Displayed In Lists
The action description/Summary line is not displayed in list mode. The Description/Summary is used to briefly and concisely describe the content of the action note so that an action item can be easily located. When working with actions globally, i...0
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Workflows that can assign an action to a person more than once
When you set up a workflow to assign thank you actions for gifts, the action can only be used once per constiuent. Can we make it so that one workflow can send many actions to a constituent? It is incredibly time consuming to make new workflows to...0
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prompt users to add follow up actions when completing an action
Similar to the database view - prompt user to ask them if they want to add a follow up action0
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Outlook integration expanded to calendar appointments
We'd like to take appointments on our outlook calendars and create meeting actions with those items in NXT, like is done with emails through the current outlook integration. This would make it easy to keep on top of calendars and get information i...1
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NXT plugin for Gmail: Allow to leave actions open without marking them as completed
At this time users that use the plugin can only import COMPLETED actions into NXT. It would be helpful if we could also import emails that are open and not automatically marked as completed.I know that you can choose the status of the actions as "... -
Adding e-mail action to account GREAT but with an issue
I am very happy that we can now click the BB button and add an e-mail being sent or received to a record in NXT. I would though like the ability to add the "solicitor assign to" from the small screen at the same time. Now, I still have to go into ...1
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Add Campaign as option in Analyze Actions
When in a specific Campaign like a Capital Campaign we track our solicitors actions so we know we are on track and keeping our pipeline moving. Our MGOs have many prospects associated with many campaigns-it would be great to isolate those to pull ...0